Factset Research Systems Inc
FDS- Exchange
- NYSE
- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001013237
No open-market purchases or sales by Factset Research Systems Inc insiders were filed in the last 90 days; 767 institutions reported holding it in 13F filings for Q2 2026, worth $9.22B in total; Markel Group is the only superinvestor holding it.
13F holders, Q3 2023
Institutional positions in Factset Research Systems Inc as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 733
- +1 vs. Q2 2023
- Shares held
- 34.6M
- +308.7K (+0.9%) vs. Q2 2023
- Total value
- $15.2B
- +$1.45B (+10.6%) vs. Q2 2023
- New holders
- 61
- 253 more added
- Sold out
- 60
- 249 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FDS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 767 | $9.22B |
| Q1 2026 | 726 | $8.21B |
| Q4 2025 | 798 | $10.6B |
| Q3 2025 | 775 | $10.6B |
| Q2 2025 | 837 | $15.9B |
| Q1 2025 | 828 | $16.2B |
| Q4 2024 | 847 | $17.2B |
| Q3 2024 | 833 | $16.5B |
| Q2 2024 | 807 | $14.6B |
| Q1 2024 | 782 | $15.9B |
| Q4 2023 | 775 | $16.5B |
| Q3 2023 | 733 | $15.2B |
| Q2 2023 | 737 | $13.7B |
| Q1 2023 | 723 | $14.0B |
| Q4 2022 | 743 | $13.5B |
| Q3 2022 | 692 | $13.8B |
| Q2 2022 | 693 | $13.0B |
| Q1 2022 | 704 | $14.8B |
| Q4 2021 | 695 | $16.5B |
| Q3 2021 | 621 | $13.1B |
| Q2 2021 | 595 | $11.1B |
| Q1 2021 | 577 | $10.3B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covenant Partners, LLC | 1,434 | $627.0K | 0.23% | −90−5.9% | Reduced |
| Lincoln National Corp | 1,408 | $615.5K | 0.01% | +57+4.2% | Added |
| Cetera Investment Advisers | 1,400 | $612.1K | 0.01% | −279−16.6% | Reduced |
| Private Advisor Group, LLC | 1,393 | $609.1K | 0.01% | +53+4.0% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 1,383 | $604.7K | 0.78% | −358−20.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,373 | $600.4K | 0.05% | −3−0.2% | Reduced |
| SkyView Investment Advisors, LLC | 1,365 | $597.0K | 0.24% | +52+4.0% | Added |
| Summit Financial, LLC | 1,354 | $592.1K | 0.04% | +21+1.6% | Added |
| FourThought Financial Partners, LLC | 1,350 | $590.3K | 0.08% | −48−3.4% | Reduced |
| CIBC Private Wealth Group, LLC | 1,346 | $588.4K | 0.00% | +805+148.8% | Added |
| Norinchukin Bank, The | 1,336 | $584.2K | 0.01% | −622−31.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,334 | $583.3K | 0.04% | 00.0% | Unchanged |
| Dakota Wealth Management | 1,325 | $579.4K | 0.03% | +1,325 | New |
| Provident Investment Management, Inc. | 1,323 | $578.5K | 0.06% | −90−6.4% | Reduced |
| GYL Financial Synergies, LLC | 1,301 | $568.9K | 0.06% | −75−5.5% | Reduced |
| Cubist Systematic Strategies, LLC | 1,267 | $554.0K | 0.01% | −32,076−96.2% | Reduced |
| Argent Trust Co | 1,250 | $546.6K | 0.03% | −354−22.1% | Reduced |
| Quantum Private Wealth, LLC | 1,250 | $546.6K | 0.26% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,227 | $536.7K | 0.08% | +12+1.0% | Added |
| MAI Capital Management | 1,209 | $528.6K | 0.01% | +8+0.7% | Added |
| Wesbanco Bank Inc | 1,208 | $528.2K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 1,205 | $527.0K | 0.15% | +11+0.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 1,203 | $526.0K | 0.01% | −5−0.4% | Reduced |
| DuPont Capital Management Corp | 1,199 | $524.3K | 0.05% | −37,273−96.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,196 | $523.0K | 0.01% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1,185 | $518.2K | 0.06% | +30+2.6% | Added |
| Lindenwold Advisors | 1,165 | $509.4K | 0.32% | −162−12.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,165 | $509.0K | 0.01% | +104+9.8% | Added |
| LMCG Investments, LLC | 1,148 | $502.0K | 0.03% | 00.0% | Unchanged |
| Colony Group LLC | 1,144 | $500.0K | 0.01% | +297+35.1% | Added |
| Chicago Capital, LLC | 1,141 | $498.9K | 0.02% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 1,134 | $495.8K | 0.08% | −27−2.3% | Reduced |
| Connolly Sarah T. | 1,120 | $489.7K | 0.32% | −65−5.5% | Reduced |
| Balentine LLC | 1,119 | $489.4K | 0.02% | +18+1.6% | Added |
| Websterrogers Financial Advisors, LLC | 1,118 | $488.9K | 0.21% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,102 | $482.0K | 0.01% | +1,102 | New |
| Sit Investment Associates Inc | 1,100 | $481.0K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,092 | $477.5K | 0.04% | −49−4.3% | Reduced |
| Fifth Third Bancorp | 1,089 | $476.2K | 0.00% | −2−0.2% | Reduced |
| Ballentine Partners, LLC | 1,081 | $472.7K | 0.01% | +22+2.1% | Added |
| Aureus Asset Management, LLC | 1,075 | $470.1K | 0.04% | +1,075 | New |
| Alhambra Investment Partners LLC | 1,050 | $459.1K | 0.30% | 00.0% | Unchanged |
| HM Payson & Co | 1,048 | $458.2K | 0.01% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 1,043 | $456.1K | 0.20% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,042 | $455.8K | 0.00% | −30−2.8% | Reduced |
| Camden Capital, LLC | 1,035 | $452.6K | 0.05% | +80+8.4% | Added |
| National Wealth Management Group, LLC | 1,032 | $451.3K | 0.49% | +1,032 | New |
| Curated Wealth Partners LLC | 1,013 | $442.9K | 0.08% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 1,012 | $442.5K | 0.03% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 1,006 | $440.0K | 0.02% | +1,006 | New |
| Opal Wealth Advisors, LLC | 1,004 | $439.0K | 0.26% | +3+0.3% | Added |
| Miracle Mile Advisors, LLC | 1,002 | $438.1K | 0.01% | +2+0.2% | Added |
| Dean Investment Associates, LLC | 1,000 | $437.3K | 0.07% | −5−0.5% | Reduced |
| KCM Investment Advisors LLC | 999 | $436.8K | 0.02% | +100+11.1% | Added |
| Eqis Capital Management, Inc. | 993 | $434.1K | 0.05% | +46+4.9% | Added |
| Daymark Wealth Partners, LLC | 989 | $432.5K | 0.03% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 975 | $426.3K | 0.14% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 962 | $420.7K | 0.23% | +131+15.8% | Added |
| Qtron Investments LLC | 961 | $420.2K | 0.08% | 00.0% | Unchanged |
| Rockland Trust Co | 950 | $415.4K | 0.03% | −13−1.3% | Reduced |
| IHT Wealth Management, LLC | 930 | $406.8K | 0.02% | +210+29.2% | Added |
| Symmetry Partners, LLC | 920 | $402.0K | 0.02% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 905 | $395.7K | 0.03% | −2,995−76.8% | Reduced |
| Alberta Investment Management Corp | 900 | $393.5K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 894 | $391.0K | 0.01% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 887 | $387.9K | 0.42% | −14−1.6% | Reduced |
| Brinker Capital Investments, LLC | 887 | $387.9K | 0.00% | −12−1.3% | Reduced |
| Orion Portfolio Solutions, LLC | 887 | $387.9K | 0.00% | −12−1.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 876 | $383.0K | 0.02% | +52+6.3% | Added |
| Sequoia Financial Advisors, LLC | 870 | $380.4K | 0.01% | +6+0.7% | Added |
| Empirical Finance, LLC | 868 | $379.5K | 0.03% | +135+18.4% | Added |
| Beacon Investment Advisory Services, Inc. | 864 | $377.8K | 0.02% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 860 | $376.0K | 0.00% | −202−19.0% | Reduced |
| CIBC World Markets Inc. | 846 | $370.0K | 0.00% | −4,863−85.2% | Reduced |
| Petrus Trust Company, LTA | 835 | $365.1K | 0.04% | −1,863−69.1% | Reduced |
| Ieq Capital, LLC | 825 | $360.9K | 0.01% | +825 | New |
| Raymond James Trust N.A. | 821 | $359.0K | 0.01% | −6−0.7% | Reduced |
| KLR Investment Advisors, LLC | 862 | $357.8K | 0.33% | −26−2.9% | Reduced |
| Brady Family Wealth, LLC | 817 | $357.2K | 0.14% | −44−5.1% | Reduced |
| Apeiron RIA LLC | 816 | $356.9K | 0.12% | +42+5.4% | Added |
| Meeder Advisory Services, Inc. | 812 | $355.1K | 0.04% | −71−8.0% | Reduced |
| Atria Wealth Solutions, Inc. | 811 | $354.4K | 0.00% | −128−13.6% | Reduced |
| V-Square Quantitative Management LLC | 797 | $348.5K | 0.15% | +483+153.8% | Added |
| Alps Advisors Inc | 794 | $347.2K | 0.00% | −9−1.1% | Reduced |
| Wallace Advisory Group, LLC | 865 | $346.6K | 0.25% | +865 | New |
| CWM, LLC | 791 | $346.0K | 0.00% | −3−0.4% | Reduced |
| Harbor Capital Advisors, Inc. | 791 | $345.9K | 0.07% | −31−3.8% | Reduced |
| Great Diamond Partners, LLC | 787 | $344.1K | 0.09% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 784 | $342.8K | 0.03% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 779 | $340.6K | 0.12% | 00.0% | Unchanged |
| Old National Bancorp | 769 | $336.3K | 0.01% | −1−0.1% | Reduced |
| Change Path, LLC | 765 | $335.0K | 0.02% | −1,236−61.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 756 | $331.0K | 0.11% | +2+0.3% | Added |
| Caisse de Depot Et Placement du Quebec | 754 | $329.7K | 0.00% | −57,122−98.7% | Reduced |
| Milestone Advisory Partners | 750 | $327.9K | 0.27% | 00.0% | Unchanged |
| National Asset Management, Inc. | 744 | $325.5K | 0.01% | +744 | New |
| Wetherby Asset Management Inc | 737 | $322.3K | 0.02% | +14+1.9% | Added |
| QRG Capital Management, Inc. | 717 | $313.5K | 0.01% | +717 | New |
| HBK Sorce Advisory LLC | 717 | $313.5K | 0.01% | −47−6.2% | Reduced |
| Apella Capital, LLC | 703 | $307.4K | 0.02% | 00.0% | Unchanged |